Dynamics 365 Sales
D365 Sales: complete control of the sales process and increased sales team productivity
Request a FREE personalized DEMO and evaluate its impact on your sales team.
THE CHALLENGE
Business growth without the right tools
In many organizations, business growth is not accompanied by an evolution in management tools. The sales team functions, but without real visibility or structured control.
This typically occurs when:
- The sales team has adopted tools on its own
- Free or non-corporate solutions are being used
- There is no integration with the rest of the company’s systems
- The volume of opportunities is becoming difficult to manage
As a consequence, operational friction appears:
- Lack of visibility over the sales pipeline
- Difficulty forecasting revenue accurately
- Information scattered across multiple tools
- Poorly standardized sales processes
- Dependence on individual knowledge of each salesperson
Root of the problem
The origin usually lies in the absence of a solution specifically designed for the current sales environment. Many companies have prioritized other departments in their digitalization, leaving sales with limited or non-integrated tools. Over time:
- Sales processes become more complex
- The need for coordination with marketing and operations increases
- Management requires reliable data for decision-making
- Activity volume exceeds manual management capacity
Without an adequate platform, business growth loses efficiency and control.
SOLUTIONS
How we structure your sales process
At Revertis we implement Dynamics 365 Sales, Microsoft’s CRM solution designed to structure, automate, and optimize the sales process.
It is not just about recording activity, but about converting the sales process into a manageable and predictable system.
Complete implementation
Complete implementation of Dynamics 365 Sales adapted to the business.
Process adaptation
Adaptation to the organization’s actual sales processes.
Sales centralization
Centralization of customers, accounts, and opportunities.
Automation
Automation of tasks and workflows.
Microsoft integration
Integration with the Microsoft ecosystem (Outlook, Teams, Excel…).
AI with Copilot
Activation of artificial intelligence capabilities with Copilot.
OBJECTIVE
The result is an environment where the sales team works with unified information and defined processes.
Transformation
From scattered information to a manageable and predictable sales process
Before
Scattered sales information
Manual opportunity tracking
Low visibility of sales performance
Unreliable forecasts
Disconnected tools
After
Centralized sales cycle management
Automation of sales tasks and activities
Clear and updated pipeline view
Forecasts based on real data
Complete integration with corporate tools
WHAT'S INCLUDED
The service covers all key capabilities of Dynamics 365 Sales
Sales management
- Leads
- Accounts and contacts
- Opportunities
- Sales activities
Process automation
- Workflows
- Reminders and tasks
- Standardization of sales processes
Analytics and intelligence
- Sales forecasting
- Predictive scoring
- Relationship analysis
- Action recommendations
Integration and Copilot
- Outlook, Teams, Excel, and SharePoint
- Automatic summaries and AI suggestions
- Interaction analysis
Basic case management
- Simple incident tracking
- Quality control
- Complaint management
Does your sales team have room for improvement in control, forecasting, or productivity?
Request a FREE personalized DEMO and we will show you how to adapt the solution to your sales process.
METHODOLOGY
How we approach the implementation of Dynamics 365 Sales
01
Sales process analysis
Evaluation of current flows, tools, and needs
02
Solution design
Definition of data model and processes in Dynamics 365 Sales
03
Implementation and configuration
Platform parameterization and adaptation to operations
04
Integration and automation
Connection with existing tools and workflow activation
05
Training and deployment
Team training and controlled rollout
RESULTS
Tangible results in your sales team
Organizations that implement Dynamics 365 Sales typically achieve:
- Increase in sales team productivity
- Reduction of repetitive administrative tasks
- Improvement in sales data quality
- Greater accuracy in sales forecasts
- Increase in opportunity conversion rate
Direct impact on:
- Sales productivity
- Data quality
- Management decision-making capability
SUPPORT
Continuous support beyond implementation
Process adjustment
We adjust processes according to business evolution
New functionalities
Incorporation of new functionalities or modules
Usage optimization
We optimize platform usage
Alignment with objectives
We align the tool with sales objectives
ABOUT REVERTIS
Specialists in business-oriented Microsoft solutions
+20 years
of Microsoft Partner experience
Complex B2B environments
Proven experience in demanding scenarios
Real sales processes
Focus on how each organization sells
Ecosystem integration
We connect with your current technology stack
Adaptation to sales models
Ability to adjust to different models
